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Disclosery

LPL Financial LLC: UAUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on UAUG, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 35,672 UAUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,672 shares
    Change vs previous 13F +4,222 shares

    <0.01% of the 13F portfolio, value $1,501,249.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,450 shares
    Change vs previous 13F -1,420 shares

    <0.01% of the 13F portfolio, value $1,237,375.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,870 shares
    Change vs previous 13F -2,545 shares

    <0.01% of the 13F portfolio, value $1,312,170.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,415 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $1,392,054.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,281 shares
    Change vs previous 13F +7,380 shares

    <0.01% of the 13F portfolio, value $1,320,338.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,901 shares
    Change vs previous 13F +10,150 shares

    <0.01% of the 13F portfolio, value $965,933.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,751 shares
    Change vs previous 13F -1,898 shares

    <0.01% of the 13F portfolio, value $630,326.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 19,649 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $688,304.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).